Steps to Prepare for Outsourcing - Heather Santo

Steps to Prepare for Outsourcing

By Heather Santo | Entrepreneur


You don't have to try and figure out this social media thing all on your own. I'll light the way!

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Steps to Prepare for Outsourcing

You have discovered that your business is off to an amazing start! Customers are coming in, your inbox is getting full and you are getting very busy doing all of the things by yourself that was never a problem before. You are experiencing growing pains in your business and it is a good thing. Just about every business begins with one person running the entire show. They are on a very tight budget with no revenue yet so they are forced to tackle most things alone with the exception of some very technical items (which I recommend you always outsource to save your sanity).

Now that you are off to a great start, you are going to need some help. What I have discovered from working with other business owners is that you can’t just dive into wanting help without having some direction. These steps to prepare for outsourcing will help you get a better understanding of what you need and how bringing on help in your business can help save you a lot of time.

Remember: If you only need one time projects handled, you won’t really need to go through all these steps, but for something that you want done on a regular basis, this will help.

1.) Brain dump: You know that you need to to outsource, but WHAT do you outsource? What CAN you outsource? The first step is in doing a brain dump. Get out a piece of paper, grab some coffee or favorite beverage and clear your head. Don’t do this when you are in a hurry or under a massive amount of stress.

When you are ready, write down all of the things that you do in your business that seems to suck up a majority of your time. Even if there is a lot of them or if you don’t think you can afford to outsource all of it, write it down anyways. This will be a blueprint to help you see where you need help.

2.) Categorize: Now take that list and segment it into things that ONLY you can do and the things that you could pass off to other people. Be specific in your findings. Don’t just write down “blog posts”.  Here is an example for blog posts: Under the Just You column, you could put down “Writing blog posts”. Under the Outsource Column, you could write down: Formatting blog posts, Finding pictures for blog posts, Scheduling and uploading blog posts, Turning blog posts into a newsletter. See the difference?

3.) Prioritize: Under the Outsource Column, put the items in the order that you would like to outsource them. For example, let’s say you listed all of the blog post items above, but also have on the list ” Answer client emails”, “Managing Facebook community”. If the Facebook community is taking up the majority of your time and you want that to take precedence, list that first and so on and so forth.

4.) Determine budget: Every business owner has their own version of working out their finances, so determine what you want to spend monthly on your business in outsourcing.  All virtual assistants have a different way of doing business, so once you have your budget, work with your VA to find out what you can have done and start with your top priority items first. If there is still room in your budget, ask for a different proposal with another item added on. Eventually, with all the time you will be saving, you can increase what you outsource so that you are spending more time on what is actually doing to make you money in your business.



Head Shot Cropped VAHeather Santo is a certified Virtual Administrative Consultant with over 15 years of customer service experience. She also spent time in corporate America as a Human Resources Manager performing generalist duties and specializing in recruiting. She now enjoys using her talents to serve her clients and help them to operate their businesses efficiently. She specializes in Aweber, Pinterest, WordPress Thesis, Gratitude Concierge Work and social media content graphic creation.

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